Capwise Wealth Management Private Limited
About Capwise Wealth Management Private Limited
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Capwise Wealth Management Private Limited is a private limited company based in Mumbai, Maharashtra, India, a subsidiary of Capwise Financial Services Private Limited. It operates in the diversified financial services segment of the financial services sector. It was incorporated on 29 September 2020 and has been in existence for over 6 years.
The company is registered with the Registrar of Companies (ROC), Mumbai, under CIN U65990MH2020PTC346927. Its GSTIN is 27AAJCC0219M1ZL (Maharashtra).
The company has an authorised share capital of ₹1 Lakh and a paid-up capital of ₹1 Lakh. It is led by directors Naresh Girdhargopal Biyani and Abhilasha Maheshwari.
Its last annual general meeting (AGM) was held on 30 September 2025, and its latest financial statements are for the year ended 31 March 2025. The registered office is at Mumbai, Maharashtra.
As per the financials filed for FY 2023, the company reported a revenue of ₹85,000, a growth of 3% compared to the previous year. For the same year it recorded a net profit of ₹33,400 (net margin 39.3%) and EBITDA of ₹55,700 (EBITDA margin 65.5%).
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- Registered AddressB – 3402 Oberoi Woods Chs Mohan Ghokle Marg Opp. Western Express Highway Goregaon (E, ), Mumbai, Maharashtra, India – 400063
- IndustryFinancial Services, Diversified Financial Services
- Company details, directors and signatories
- Historical financials and ratios
- Shareholding pattern and group structure
- Charges with holder and property details
- Legal cases, compliance and MCA filings
- One PDF report, delivered after checkout
Business Activity of Capwise Wealth Management Private Limited
The main business activity of Capwise Wealth Management is financial and insurance activities. In detail, this covers activities auxiliary to financial service and insurance activities.
| Main Activity Group Code | Description of Main Activity | Business Activity Code | Description of Business Activity | Turnover Percentage |
|---|---|---|---|---|
| K | Financial and insurance activities | 66 | Activities auxiliary to financial service and insurance activities | Locked |
Business activity turnover details
Turnover share and past changes in activity are in the company report.
- Turnover contribution
- Historical classifications
- Filing-level activity changes
Verified entity values are shown only after access is granted.
Financials of Capwise Wealth Management Private Limited FY 2025 filings available
Capwise Wealth Management Private Limited reported revenue of ₹85,000 (up 3% YoY) for FY 2023.
Compounded Annual Growth Rate (CAGR) of Capwise Wealth Management Private Limited
Revenue rose 3% in the latest year. EBITDA fell 13% in the latest year. All are worked out from the filed statements.
Financial Statement Summary of Capwise Wealth Management Private Limited
| Metrics | FY 2022-23 | FY 2021-22 | FY 2020-21 |
|---|---|---|---|
| Profit and Loss Statement | |||
| Revenue from Operations | ₹85,000 | •••• | •••• |
| Other Income | •••• | •••• | •••• |
| Total Revenue | •••• | •••• | •••• |
| Cost of Materials Consumed | •••• | •••• | •••• |
| Employee Benefit Expense | •••• | •••• | •••• |
| Finance Costs | •••• | •••• | •••• |
| Depreciation and Amortisation | •••• | •••• | •••• |
| Other Expenses | •••• | •••• | •••• |
| Total Expenses | •••• | •••• | •••• |
| EBITDA | ₹55,700 | •••• | •••• |
| Profit Before Tax | •••• | •••• | •••• |
| Tax Expense | •••• | •••• | •••• |
| Net Profit (PAT) | ₹33,400 | •••• | •••• |
| Balance Sheet | |||
| Share Capital | •••• | •••• | •••• |
| Reserves and Surplus | •••• | •••• | •••• |
| Net Worth (Total Equity) | •••• | •••• | •••• |
| Long-term Borrowings | •••• | •••• | •••• |
| Short-term Borrowings | •••• | •••• | •••• |
| Trade Payables | •••• | •••• | •••• |
| Total Liabilities | •••• | •••• | •••• |
| Fixed Assets | •••• | •••• | •••• |
| Investments | •••• | •••• | •••• |
| Inventories | •••• | •••• | •••• |
| Trade Receivables | •••• | •••• | •••• |
| Cash and Bank Balance | •••• | •••• | •••• |
| Total Assets | •••• | •••• | •••• |
Financial Ratios of Capwise Wealth Management Private Limited
| Metrics | FY 2022-23 | FY 2021-22 | FY 2020-21 |
|---|---|---|---|
| Profitability | |||
| EBITDA Margin | 65.5% | •••• | •••• |
| Net Profit Margin | 39.3% | •••• | •••• |
| Return on Equity (ROE) | •••• | •••• | •••• |
| Return on Capital Employed (ROCE) | •••• | •••• | •••• |
| Return on Assets (ROA) | •••• | •••• | •••• |
| Liquidity and Debt | |||
| Current Ratio | •••• | •••• | •••• |
| Quick Ratio | •••• | •••• | •••• |
| Debt-to-Equity Ratio | •••• | •••• | •••• |
| Interest Coverage Ratio | •••• | •••• | •••• |
| Efficiency and Growth | |||
| Asset Turnover | •••• | •••• | •••• |
| Receivable Days | •••• | •••• | •••• |
| Payable Days | •••• | •••• | •••• |
| Inventory Days | •••• | •••• | •••• |
| Revenue Growth | •••• | •••• | •••• |
| Net Profit Growth | •••• | •••• | •••• |
Paid data: the figures shown as dots are available after purchase of the company report. Figures as filed with the MCA in Form AOC-4. The full year-wise statements and ratios of Capwise Wealth Management are in the company report.
Financial statements from FY 2021
Earlier years and trend charts are in the company report.
- Income statements
- Balance sheets
- Cash-flow statements
- Ratios and benchmarks
Verified entity values are shown only after access is granted.
Auditor Details of Capwise Wealth Management Private Limited
Capwise Wealth Management Private Limited is audited by Chirag Jagani & Co. LLP for the financial year 2023.
| Name | Status | Appointment Date | Cessation Date |
|---|---|---|---|
| Chirag Jagani & Co. LLP | Locked | Locked | Locked |
Complete auditor history
Appointment and cessation dates and past auditor changes are in the company report.
- Appointment status
- Appointment dates
- Cessation dates
- Auditor changes
Verified entity values are shown only after access is granted.
Board of Directors of Capwise Wealth Management Private Limited
Capwise Wealth Management has 2 directors on record. No former directors are listed.
| Name | Designation | Appointment Date | Tenure | Status |
|---|---|---|---|---|
| Naresh Girdhargopal Biyani Also directs: Capwise Venture Studio LLP, Capwise Finance Private Limited, Capwise Financial Services Private Limited and 3 more | Director | 29 Sep 2020 | 6 Years 0 Months | Current |
| Abhilasha Maheshwari | Director | 29 Sep 2020 | 6 Years 0 Months | Current |
Ownership and Shareholding of Capwise Wealth Management Private Limited
Shareholding and ownership data
Promoter, institutional, public and beneficial ownership figures are in the company report.
- Ownership categories
- Historical changes
- Group structure
- FII and DII holdings
Verified entity values are shown only after access is granted.
Charges & Borrowings of Capwise Wealth Management Private Limited
Capwise Wealth Management Private Limited does not have any charges (loans) registered with the Registrar of Companies.
Employees and EPFO Compliance at Capwise Wealth Management Private Limited
Capwise Wealth Management Private Limited has a workforce of 0 employees as of Apr 10, 2024.
Employee and EPFO history
Monthly headcount, contribution history and filing status are in the company report.
- Monthly headcount
- PF contributions
- ECR filing status
- Establishment history
Verified entity values are shown only after access is granted.
Group Structure of Capwise Wealth Management Private Limited
Capwise Wealth Management has 2 associated companies. This group structure data is as of FY 2023. The table lists each entity with its relationship and holding.
Recent Activity on Capwise Wealth Management Private Limited
Capwise Wealth Management Private Limited has 2 board changes on record since 2020: 2 appointments. The latest: Abhilasha Maheshwari was appointed as Director on 29 Sep 2020.
Credit Ratings, Litigation & Regulatory Alerts for Capwise Wealth Management Private Limited
Credit ratings, litigation, and regulatory alerts
Credit ratings, court records and regulatory alerts are in the company report.
- Rating history
- Court and tribunal cases
- Regulatory alerts
- Director-linked violations
Verified entity values are shown only after access is granted.
MSME Payment Delays by Capwise Wealth Management Private Limited
MSME payment history
Amounts due to small suppliers, the reasons given and MSME-1 filings are in the company report.
- Outstanding amounts
- Delay periods and reasons
- MSME-1 filing history
- Vendor payment signals
Verified entity values are shown only after access is granted.
Subsidiaries & Group Companies of Capwise Wealth Management Private Limited
Corporate group structure
Parent, subsidiary, associate and joint venture records with holdings are in the company report.
- Parent company
- Subsidiaries and ownership
- Associates and joint ventures
- Entity investments
Verified entity values are shown only after access is granted.
GST Compliance of Capwise Wealth Management Private Limited
Capwise Wealth Management has 1 GST registration: 1 active.
| GSTIN | State | Status | Registered on |
|---|---|---|---|
| 27AAJCC0219M1ZL | Maharashtra | Active | 14 Oct 2020 |
GST registrations and filing compliance
State-wise GST registrations, return filing status and HSN or SAC codes are in the company report.
- GSTIN registrations
- State-wise filing status
- HSN and SAC details
- Tax jurisdiction records
Verified entity values are shown only after access is granted.
MCA Filings & Documents of Capwise Wealth Management Private Limited
MCA filings and documents
Filed forms, annual returns, financial statements and charge filings with their dates are in the company report.
- Incorporation documents
- Annual returns and statements
- Charge filings
- Complete filing index
Verified entity values are shown only after access is granted.
Frequently Asked Questions about Capwise Wealth Management Private Limited
Capwise Wealth Management is an active private limited company based in Mumbai, Maharashtra, India. The company works in diversified financial services, within the financial services industry. It was incorporated on 29 September 2020 (6+ years old) and is registered under CIN U65990MH2020PTC346927.
Capwise Wealth Management reported revenue of ₹85,000 for FY 2023 (up 3% YoY).
Capwise Wealth Management has 2 current directors:
- Naresh Girdhargopal Biyani - Director
- Abhilasha Maheshwari - Director
Capwise Wealth Management reported a net profit of ₹33,400 (net margin 39.3%) and EBITDA of ₹55,700 (EBITDA margin 65.5%) for FY 2023, as per its filed financial statements.
The GSTIN of Capwise Wealth Management is 27AAJCC0219M1ZL, registered in Maharashtra.
The CIN (Corporate Identification Number) of Capwise Wealth Management is U65990MH2020PTC346927. It is issued by the Ministry of Corporate Affairs under the Companies Act, 2013, and uniquely identifies the company in India.
Capwise Wealth Management was incorporated on 29 September 2020, making it 6+ years old. It is registered with the Registrar of Companies, Mumbai.
Abhilasha Maheshwari was appointed as Director on 29 Sep 2020. Naresh Girdhargopal Biyani was appointed as Director on 29 Sep 2020.
The registered office of Capwise Wealth Management is at B – 3402 Oberoi Woods Chs Mohan Ghokle Marg Opp. Western Express Highway Goregaon E, , Mumbai, Maharashtra, India – 400063.
Capwise Wealth Management has an authorised share capital of ₹1 Lakh and a paid-up capital of ₹1 Lakh.